AnnuityAdvisors - Where advisors go for advice

Types of Annuities

Charitable Gift Annuity
Fixed
Immediate
Indexed
Split Annuity
Certificate Annuity
Deferred
Two-Tiered Annuity
Private Annuity
Variable
Combination (Split Annuity)
Bonus Annuity
Terminal Funding Annuity
Structured Settlement

Contract Structure

Other Types of Ownership
Annuitant
Avoiding Disasters
Beneficiary Designation Handbook
Understanding Structure
Contract Owner Rights
Joint Ownership
Transfers on Death
Changing Annuitant
Stretching Non-Qualified Annuities
Aggregation of NQ Contracts
Beneficiary
Duration of Ownership
Death of Owner
The Right Combo (article)
Parties to the Contract

Annuity Legislation

Pension Preservation & Savings Expansion<br>  Act of 2003
Investment Regulation
Tax Court Finds...
Probate Avoidance
Qualified Will Disclaimers
Partial 1035 Exchanges
Tax Legislation
Effective Date Chart
Advantages of a Will

Rating Agencies

Fitch
Rating Agency Levels
Standard & Poor's
Rating Agencies
A.M. Best
Comdex
Moody's
Weiss Research

Reserves

Capital and Surplus
Reserves
State Life and Health Assoc.
Risk-Based Capital
State Guaranty Funds
Reserving

Wealth Transfer

Miscellaneous

What is 'The Fed?'
2015 Social Security & Medicare Guide
Annuities vs. Mutual Funds, Bonds and CD's
Annuities and MediCal
Retirement Planning Guide
Education Savings Incentives
Retirement & Medicare
Municipal Bonds

Qualified Plans

Simplified Employee Pension (SEP)
20% Withholding
401(k) Plan
457 Plan
72(q) & 72(t) Distributions
529 Plan (College)
Required Minimum Distributions (RMD)
Keogh Plan
CODA
Stock Bonus Plans & ESOPs
Profit Sharing Plan
Qualified Retirement Plans
Target Benefit Plan
TSAs [403(b)]